Forms, Documents, and Publications

2022 Q&A on the Disaffiliation Process
Type:


2022 EarthKeepers Commissioning Letter and Press Release
Type:


2022 Health Rates & Individual Contributions
Type: Benefits,Treasury Services Forms


2023 Active Plan Health Rates & Individual Contributions
Type: Benefits,Treasury Services Forms


2023 WNC FSA Clergy Enrollment Form
Type: Benefits


Racial Healing and Reconciliation: A Reference Guide for Local Churches
Type:


Travel Reimbursement Form (fillable pdf)
Type: Treasury Services Forms


2022 - 2023 Appointment List
Type: Appointment Lists


Minimum Property Insurance Recommendations
Type: Insurance,Liability Insurance,Local Church,Property Insurance


2022 Finance Local Church Leadership
Type: Local Church


Local Church Treasurer & Finance Cmte 101
Type: Local Church


Teledoc Instructions
Type: Benefits


2022 Additional Health Benefit Information
Type: Benefits,Moving Clergy


2022 Additional Pension Information
Type: Benefits,Moving Clergy


Change of Address Form for Wespath, Healthgram, Clergy Benefits, Brick River, Colonial Life, ACA & TSPD
Type: Benefits,Moving Clergy


Journal 2021
Type: Journals


2021 - 2022 Appointment List
Type: Appointment Lists


HealthMap Rx
Type: Benefits


Travel Reimbursement Form - Charitable Rate (fillable pdf)
Type: Treasury Services Forms


Follow-Up to Boy Scout Bankruptcy Email
Type: Treasury Services Forms


BSA - General Engagement Terms and Conditions
Type: Treasury Services Forms


BSA FAQ
Type: Treasury Services Forms


Retiree Health Plan Video
Type: Benefits


Apportionments and YTD Remittances
Type:


2020 - 2021 Appointment List
Type: Appointment Lists


Journal 2020
Type: Journals


Clergy Travel Expense Policy
Type: Clergy,Local Church


Journal 2019
Type: Journals


2019 - 2020 Appointment List
Type: Appointment Lists


Local Church Finance Checklist
Type: Local Church


2018 - 2019 Appointment List
Type: Appointment Lists


Journal 2018
Type: Journals


2017 - 2018 Appointment List
Type: Appointment Lists


Journal 2017
Type: Journals


2016 - 2017 Appointment List
Type: Appointment Lists


Journal 2016
Type: Journals


2015 - 2016 Appointment List
Type: Appointment Lists


Journal 2015
Type: Journals


Journal 2014
Type: Journals


2022 Health Plan Benefit Highlights
Type: Benefits


2022 Wespath PIP Contribution Election Form
Type: Benefits,Moving Clergy


2022 WNC Healthgram Open Enrollment Form
Type: Benefits


2023 WNC Healthgram Open Enrollment Form
Type: Benefits


501c3 Personalized Ruling Request Form (Online)
Type: Tax Information


Accountable Reimbursement Expense Voucher (Sample)
Type: Local Church


Accountable Reimbursement Policy (Long Form)
Type: Local Church


Accountable Reimbursement Policy (Short Form)
Type: Local Church


Accountable Reimbursement Policy Q and A
Type: Local Church


Active Plan Prescription Drug Administrator
Type: Benefits


Africa University Fund Information
Type: Budget


Annual Accessibility Audit
Type: Local Church


Application for Moving Allowance
Type: Benefits,Moving Clergy


Black College Fund Information
Type: Budget


Certificate for Church Treasurers
Type: Local Church


CHAPTER 59B - UNIFORM UNINCORPORATED NONPROFIT ASSOCIATION ACT.
Type: Incorporation


Church Property Leasing Information
Type: Local Church


Clergy Housing Guidelines and Policies
Type: Clergy


Clergy Vacation and Education Policy
Type: Clergy


Conference Wellness Initiative
Type: Benefits


Consumer Price Index
Type: Budget


Contract Employee Agreement
Type: Human Relations and Employment Issues


Department of Labor FAQ's for White Collar Overtime
Type: Human Relations and Employment Issues


Disciple Outreach Ministries Form
Type: Other


eLead Job Descriptions
Type: Human Relations and Employment Issues


Employee Evaluation Document
Type: Human Relations and Employment Issues


Employee OR Contractor Test
Type: Human Relations and Employment Issues


Employment Application Form
Type: Human Relations and Employment Issues


Episcopal Fund Information
Type: Budget


Equitable Compensation Grant Request Form
Type: Equitable Compensation


Exchange Notice Packet To Local Churches Sept2013
Type: Local Church


Exchange Notice Template for Local Church Completion
Type: Treasury Services Forms


Facilities Use Agreement (pdf)
Type: Local Church


Facilities Use Agreement (Word)
Type: Local Church


Federal Employer Identification Number Application
Type: Tax Information


Form W-4
Type: Tax Information


GCFA Tax Packet
Type: Tax Information


General Administration Fund Information
Type: Budget


General Board of Discipleship Stewardship Division
Type: External Links


General Board of Global Ministries
Type: Other


Interdenomination Cooperation Fund Information
Type: Budget


Interns And Contractor Guidelines
Type: Human Relations and Employment Issues


IRS Form W-9
Type: Benefits,Moving Clergy,Treasury Services Forms


IRS Mileage and Maintenance Record
Type: Treasury Services Forms


IRS Mileage and Maintenance Record (Printer friendly)
Type: Treasury Services Forms


IRS-Special Rules for Compensation of Ministers
Type: Safe Sanctuaries


Job Description Template
Type: Human Relations and Employment Issues


Lake Institute on Faith and Giving
Type: External Links


Lay Leadership Manual
Type: Other


Lay Servant's Annual Report
Type: Lay Servant Ministries


Live Stream Counting for Year End Report
Type: Local Church


Local Church Incorporation Information
Type: Incorporation


Moving Expense Policy
Type: Benefits,Moving Clergy


Natural Church Development Covenant
Type: Other


NC-4Web
Type: Tax Information


North Carolina Registration for Income Tax Withholding Information
Type: Tax Information


Pastoral Expectation Questionnaire
Type: Local Church


Petition #18 for 2004 Annual Conference
Type: Safe Sanctuaries


Policy Review Guide
Type: Safe Sanctuaries


Property and Estate Planning - GCFA
Type: Property


Protection Policy for WNCC Youth Events
Type: Safe Sanctuaries


Q&A Local Church Audits
Type: Audit


Quarterly Review Document
Type: Human Relations and Employment Issues


Record Retention Schedule
Type: Local Church


Remittance (Apportionment) Payment Form (New online version)
Type: Treasury Services Forms


Remittance (Apportionment) Payment Form (Printable, blank version)
Type: Treasury Services Forms


Request for Taxpayer Identification Number and Certification
Type: Treasury Services Forms


Retiree Seminar Pt 1
Type: Benefits


Retiree Seminar Pt 2
Type: Benefits


Sample Church Policy and Procedures
Type: Safe Sanctuaries


Sample Financial Policies & Procedures of a Local UMC Church
Type: Budget


Sample Incident Report
Type: Safe Sanctuaries


Sample Registration and Release Form
Type: Safe Sanctuaries


Sample Volunteer Interest Form
Type: Safe Sanctuaries


Sample Volunteer Tracker Spreadsheet
Type: Safe Sanctuaries


Scorecard Metrics are for Learning, not Judging
Type: Local Church


State Sales Tax Refund Forms
Type: Tax Information


Tax Guide for Churches - IRS
Type: Safe Sanctuaries


The Book of Discipline Errata 2016
Type: Other


The Church Network (church administration networking and resources)
Type: External Links


The Local Church Audit Guide
Type: Audit


Transfers Form
Type: Treasury Services Forms


UM Discipleship Ministries: Electronic Giving Webinar 2020
Type: Stewardship


Webinar - Financial Faithfulness in Uncertain Times
Type: Local Church


WNCC Flex Enrollment Election Form (fillable pdf)
Type: Benefits,Treasury Services Forms


WNCC Flex Enrollment Election Form (pdf)
Type: Benefits,Treasury Services Forms


WNCCUMC Health Map Flyer
Type: Benefits,Treasury Services Forms


Worker's Compensation
Type: Local Church


World Service Fund Information
Type: Budget


Year End Statistical Report BLANK Form
Type: Treasury Services Forms